Integration and Projects Manager

We are working with a growing, acquisitive financial planning and wealth management business who are looking to appoint an Integration & Projects Manager to join their Midlands hub.

This is a key role responsible for coordinating the delivery of business integrations, including M&A activity, as well as wider cross-functional change projects across the region. The position plays a central part in ensuring that change is delivered smoothly across advisers, office teams and central functions, with a strong focus on client outcomes, regulatory standards and operational continuity.

• Leading and coordinating end-to-end business integrations, acquisitions and internal restructures
• Supporting pre-integration planning with senior stakeholders, including timelines, risks and dependencies
• Developing and maintaining structured integration plans with clear milestones and ownership
• Overseeing post-integration activity and transition into business-as-usual operations
• Managing cross-functional projects across adviser, client service and operations teams
• Acting as a central coordination point across multiple Midlands locations
• Monitoring progress, risks and issues, escalating where appropriate
• Ensuring all integration and project activity aligns with FCA regulatory expectations and Consumer Duty principles
• Providing clear updates and reporting to senior leadership

• Experience with in financial services, ideally wealth management or financial planning
• A background in project management, business change or operational delivery
• Exposure to M&A or integration activity, ideally within a regulated environment
• Strong stakeholder management skills with the ability to influence at all levels
• Excellent organisational and communication skills
• The ability to manage multiple work streams and priorities simultaneously

• Hybrid working arrangement
• 23 days annual leave plus bank holidays, increasing with service
• Employer pension contribution of 3%
• Life assurance at 4x salary
• Income protection
• Employee assistance programme
• Financial wellbeing support
• Genuine long-term career development within a growing business

This is an excellent opportunity for someone looking to take ownership of integration and change delivery within a fast-growing financial planning business.

To apply or find out more, contact Ellie Sedgwick at IDEX Consulting or submit your CV today.